Client Advisor

Summary

The Client Advisor is responsible for working with pre-qualified inbound customers to finalize insurance purchases, provide coverage recommendations, and identify opportunities to bundle additional policies. This role operates in a high-volume sales environment and focuses on delivering accurate, efficient, and consultative service to customers actively seeking coverage.

Essential Job Duties And Responsibilities

• Engage with inbound customers who have initiated insurance quotes
• Evaluate customer needs and recommend appropriate home, auto, and personal lines insurance products
• Guide customers through policy selection and final purchase decisions
• Identify and present cross-sell opportunities, including bundled insurance solutions
• Process insurance applications and policies accurately and in a timely manner
• Maintain detailed and accurate records in CRM and agency management systems
• Communicate professionally with customers to build trust and ensure a positive experience
• Stay informed on carrier products, underwriting guidelines, and industry updates
• Collaborate with team members to support operational efficiency and agency objectives
• Comply with all company policies and procedures
• Maintain regular and punctual attendance

Other Job Duties And Responsibilities

Performs other related duties as assigned.

Qualifications

• Strong communication and interpersonal skills
• Ability to assess customer needs and recommend appropriate solutions
• Effective time management and organizational skills
• Comfortable working in a fast-paced, high-volume environment
• Proficiency with CRM and agency management systems preferred
• Self-motivated with the ability to work both independently and as part of a team

Education And/or Experience

• High School Diploma
• Prior experience in insurance, mortgage, or sales environments preferred but not required

Certificates, Licenses, Registrations

• Active Property & Casualty insurance license preferred (or willingness to obtain training provided)

Equal Employment Opportunity

The company is committed to providing equal employment opportunities to all employees and applicants without regard to race, ethnicity, color, sex, marital status, sexual orientation, gender identity or expression, pregnancy, religion, national origin, age (40 and over), disability, military status, genetic information, or any other basis protected by applicable federal, state, or local laws. Americans With Disabilities Act Applicants as well as employees who are or become disabled must be able to satisfactorily perform the essential job functions of the position either with or without reasonable accommodation. Applicants as well as employees are encouraged to meet with Human Resources as the organization shall review reasonable accommodations on a case-by-case basis in accordance with applicable law.